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Macro Finance

JPMorgan’s Matejka Says Tech Stocks Look Ripe for Re-Engagement

Bloomberg Markets·September 28, 2026·1 min read

JPMorgan strategists led by Matejka say technology stocks are set to regain momentum lost since the end of the first half, citing reduced crowding, strong earnings, and more realistic valuations. The call suggests investors may re-engage with the sector as conditions improve.

Read at Bloomberg Markets
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